Financial Analyst Responsibilities

List of Financial Analyst Responsibilities

Common financial analyst responsibilities include:

Performing financial modeling and valuationValuationValuation refers to the process of determining the present worth of a company or an asset. It can be done using a number of techniques. Analysts that want work

Working with team members to prepare reports and forecasts

Evaluating investment opportunities and rates of return

Analyzing financial dataData Sources in Financial ModelingCollecting and using the right data sources in financial modeling is critical to the success of a business. Financial modeling requires gathering and and company performance

Preparing research reports and building forecasts

Modeling capital expenditures (CapEx) and depreciation

Making recommendations to improve business operations

Building PowerPoint presentations

Performing strategic analysisStrategic AnalysisStrategic analysis refers to the process of conducting research on a company and its operating environment to formulate a strategy. The definition of strategic analysis may differ from an academic or business perspective, but the process involves several common factors: Identifying and evaluating data relevant to the

Creating charts and graphs

Analyst Certification FMVA® Program

Below is a break down of subject weightingsFMVA® CertificationJoin 350,600+ students who work for companies like Amazon, J.P. Morgan, and Ferrari in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.

FMVA® CertificationJoin 350,600+ students who work for companies like Amazon, J.P. Morgan, and Ferrari

A well rounded financial analyst possesses all of the above skills!

Additional Questions & Answers

CFI is the global institution behind the financial modeling and valuation analyst FMVA® DesignationFinancial Modeling CertificationFinancial Modeling Certification - earn your certificate as a Financial Modeling and Valuation Analyst (FMVA)® for careers in investment banking, FP&A,. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.

In order to become a great financial analyst, here are some more questions and answersKnowledgeCFI self-study guides are a great way to improve technical knowledge of finance, accounting, financial modeling, valuation, trading, economics, and more. for you to discover:

What is financial modeling?What is Financial ModelingFinancial modeling is performed in Excel to forecast a company's financial performance. Overview of what is financial modeling, how & why to build a model.

How do you build a DCF model?DCF Model Training Free GuideA DCF model is a specific type of financial model used to value a business. The model is simply a forecast of a company’s unlevered free cash flow

What is sensitivity analysis?What is Sensitivity Analysis?Sensitivity Analysis is a tool used in financial modeling to analyze how the different values for a set of independent variables affect a dependent variable

How do you value a business?Valuation MethodsWhen valuing a company as a going concern there are three main valuation methods used: DCF analysis, comparable companies, and precedent transactions. These methods of valuation are used in investment banking, equity research, private equity, corporate development, mergers & acquisitions, leveraged buyouts and finance